Nippon India Vision Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹28892 Cr | ₹6866 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 08 Oct 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 9.01% | 74% |
| Expense Ratio | 1.66 | 1.96 |
| Manager | Dhruv Muchhal | Amar Kalkundrikar |
| ISIN Code | INF179KA1RT1 | INF204K01406 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -1.25% | -1.41% |
| 6 Month | 4.18% | 4.92% |
| 1 Year | 3.96% | 3.07% |
| 3 Year | 19.35% | 20.21% |
| 5 Year | 21.91% | 19.69% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 0.1% | 0.21% |
| 1 Year | 10.09% | 9.41% |
| 3 Year | 15.32% | 16.95% |
| 5 Year | 17.97% | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 13.17% | 19.23% |
| 3 Year | 13.15% | 16.92% |
| 5 Year | 12.33% | 13.96% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.88% | 12.43% |
| Sharp | 0.89% | 1.09% |
| Beta | 1.01% | 0.93% |
| Alpha | 0.81% | 2.62% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Amar Kalkundrikar |
| Total AUM | ₹520687 Cr | ₹19671 Cr |
| Funds Managed | 40 | 4 |
| HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.09 | 5.75 |
| Large Cap | 44.28 | 54.47 |
| Small Cap | 11.85 | 1.01 |
| Mid Cap | 38.78 | 38.77 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.02 | 1.82 |
| Communication Services | 3.22 | 0.88 |
| Energy | 3.16 | 5.95 |
| Technology | 10.31 | 10.49 |
| Consumer Cyclical | 13.6 | 21.92 |
| Healthcare | 12.4 | 3.87 |
| Basic Materials | 6.59 | 7.67 |
| Consumer Defensive | 2.91 | 3.73 |
| Industrials | 9.8 | 15.11 |
| Financial Services | 31.25 | 26.17 |
| Real Estate | 2.34 | - |
| Utilities | 3.4 | 2.4 |
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